+695.4%
BMI vs VOO
+812.0%
-116.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.3% |
| 7D | -2.8% | +0.5% | -3.3% | -3.3% |
| 30D | -7.1% | -0.9% | -6.1% | -6.1% |
| 3M | -1.0% | +3.9% | -4.9% | -4.9% |
| 6M | -13.0% | +14.5% | -27.6% | -25.4% |
| YTD | -25.6% | +13.0% | -38.5% | -35.2% |
| 1Y | -28.8% | +19.4% | -48.2% | -41.7% |
| 3Y | -17.9% | +78.9% | -96.8% | -57.1% |
| 5Y | +28.3% | +82.3% | -54.0% | -34.7% |
| 10Y | +329.9% | +314.2% | +15.6% | -17.2% |
| All | +695.4% | +812.0% | -116.5% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling